Joel Isaacson & Company Overview
- Founded
-
1993

- Status
-
Acquired/Merged
- Employees
-
34

- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
Joel Isaacson & Company General Information
Description
Provider of wealth management services. The company provides comprehensive planning, wealth management and sophisticated tax strategies such as cash flow management, estate planning and others to its clients.
Contact Information
Website
www.joelisaacson.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
- 546 Fifth Avenue
- 20th Floor
- New York, NY 10036
- United States
+1 (212) 000-0000
Joel Isaacson & Company Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Joel Isaacson & Company Executive Team (4)
Joel Isaacson & Company Board Members (1)
Name | Representing | Role | Since |
---|---|---|---|
0000 00000000 | Joel Isaacson & Company | Co-Founder, Chief Investment Officer & Chairman | 000 0000 |